NYBA Trust School
Doubletree Hotel
Tarrytown, NY
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Essentials of Trust Administration provides a concentrated focus on the practical and technical aspects of trust administration for the corporate fiduciary. The course not only offers an essential foundation for those in the trust department, it also presents an excellent opportunity to cross-train employees in other areas who would benefit from a greater understanding of fiduciary concepts and procedures.
Participants will gain valuable knowledge:
- Develop a fuller understanding of fiduciary powers and state/federal laws governing trust administration
- Learn to recognize unique client situations and potential solutions
- Gain increased confidence in developing and maintaining strong client relationships
- Benefit from conversation with experienced fiduciary professionals